Thomas Longman, financial advisor Miami FL

Thomas Longman

CRD Number: 5373585
Current Firm: Longman Wealthcare Management, LLC

Thomas Longman (CRD# 5373585) is an Investment Advisor Representative working at Longman Wealthcare Management, LLC in Miami, FL and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Longman Wealthcare Management, LLC Miami, FL Dec 2000 - Current 23
Thomas J. Longman C.p.a., P.a. Miami, FL Jan 1994 - Current 30
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Thomas J. Longman
Phone Number: 305-892-8598
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    61
    MILLIONS
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $1,906,839
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

FL

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